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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: rjm2 who wrote (11659)	12/29/2000 1:21:33 AM
From: James Clarke	Read Replies (1) \| Respond to of 78549

Net-nets - my favorite. GTSI still looks attractive back down near the low it seems to always bounce off of big, and SPOR despite all its troubles is a real company and below 3 looks pretty safe if you've got a time horizon longer than a week. I'm looking for more. I have regularly run a screen for net-nets for the last three years and there are three times the normal number of stocks kicking out of that screen now. I just don't have the time to do the work, but I know there are a number of triples right under my nose.

To: rjm2 who wrote (11659)	12/29/2000 2:19:32 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78549

rjm2, yes, BONT, I keep it on my watch list, and I still keep forgetting to consider it when it has got to 2 or below. Whoops, I see now there's a lot of insider buying in this thing which I didn't notice before. I'll have to relook at BONT. I keep DATA and J on my watch list as well, but have not looked at either closely. (J is hitting a new low - it's cash-looking-to-start-a-technology-fund business, imo. The thread has read of some unflattering comments about the CEO.) NMGC is another cash-looking-for-a-business situation. I have EBSC as do (or did) several on this thread. And I agree it does not look good and does look worrisome. OTOH, not looking good is not a good enough reason for me to sell now. I've not liked HBI. Seemed like they were experimenting too much or too desperately with the business model trying to find room in the DIY marketplace. But I have to defer to others here on the thread who know more about the business and the underlying asset values. Paul S.